FLP, the Finance Leadership Podcast

"Resilient companies actually SUBSTANTIALLY out-performed competitors...in coming out stronger." The first of our Oracle "Agile Finance" series, this is an edited audio version of a recent video webcast. It explores how CFOs and finance organisations can build financial resiliency and return their business to scale. Hosted by Ashok Noah of AICPA & CIMA, the panel includes Kyle Hawke of McKinsey, and Matt Bradley of Oracle. OUR GUESTS Ashok Noah is Managing Director of CGMA Learning, Education & Development, at AICPA & CIMA. Kyle Hawke is a Partner at McKinsey and Company in Washington DC. Matt Bradley is SVP, Development at Oracle Corporation. RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Actionable insights on a topic impacting firms and, really, ANY growing organisation". A bumper episode for any certified professional accountant who wants to innovate and grow their practice. Steven A. Menges (AICPA & CIMA, CPA.com California) presents this special compilation of interviews from CPA.com's "Modernising Your Practice" audio and content series. There's plenty of global relevance in this in-depth, new collection of best practices from the US accounting profession. Hear and share the individual interviews at CPA.com/MYP. Segment 1 (starts at 02:15). Rebecca Toffolon, from the Accountants Professional Liability Claims department at corporate insurance giant CNA, takes us through some eye-opening numbers from claim data. She discusses key insights for accounting firms to use to protect themselves. Segment 2 (starts at 17:40). Steven is joined by Laura Lapidus and Timothy Domanick They discuss employment practices liability (EPL) risk, a topic that is especially important to growing firms in this new remote working era. Segment 3 (starts at 55:55). CPA.com's Matt Towers digs into "Matters for Consideration" as well as considerations for building a quality and risk-wellness plan. His guests are Richard Hill, Kristy Illuzzi, and Mike Glynn. TOPICS. 1) The Cost of Liability Risk. Lawsuits and claims and potential claims (oh my!) The "Pain Period" – a new statistic every firm should know Severity: How much, why, and who; key indicators for which to watch (and avoid) 2) Fast & Furious (& Safe) Firm Growth: Managing EPL (Employment Practices Liability) Risk. EPL and employment law issues Good firms gone bad: Discrimination, harassment, and still charting at #1: Retaliation Tips to both stay true and avoid EPL risk as you grow 3) Matters for Consideration: A CPA Firm Quality and Risk Wellness Plan Discussion. Importance of building a firm quality wellness plan what firms can do to begin creating and executing against a plan right now What matters come up when auditors review their peers? OUR GUESTS. Rebecca Toffolon, JD, Assistant Vice President, Accountants Professional Liability Claims, CNA. In addition to her law degree, Ms Toffolon has an M.S. in Negotiation and Conflict Resolution from Columbia University and she uses both when firms get sued. Laura Lapidus* is an employment attorney and the Management Liability (EPL) Risk Control Director at CNA. Timothy Domanick is Principle at Jackson Lewis P.C, a preeminent workplace law firm. Richard Hill has been a peer reviewer for over 25 years and is managing partner at Mitchell Emert & Hill, P.C. in Knoxville, Tennessee Kristy Illuzzi is Senior Technical Manager and Staff Liaison to the AICPA's Technical Issues Committee Michael Glynn is Senior Manager, AICPA Audit & Attest Standards Team. FURTHER RESOURCES SEGMENT 1. GoBeyondDisruption (Episode 88) "Modernising Your CPA Practice" "Be Aware or Beware: Common Indicators of High Severity Claims" On-Demand webinar presented by Sarah Ference, CPA and Rebecca Toffolon, Esq. Download the webinar. CNA.com AON.com Statements on Quality Control Standards SEGMENT 2. CPA.com/MYP U.S. Equal Employment Opportunity Commission (EEOC) EEOC Americans with Disabilities Act (ADA) – Q&A ADA Update: A Primer for Small Business EEOC Charge Statistics (Charges filed with EEOC) FY 1997 Through FY 2019 EEOC Litigation Statistics, FY 1997 through FY 2019 EPL insurance and EPL articles - CNA Jackson Lewis Coronavirus/COVID-19 Resources Jackson Lewis Insights Blogs Jackson Lewis Insights Workplace Law Publications CNA Insurance for Accountants AICPA EmployerGard CNA's Beyond HR (note: password protected site for CNA policyholders) Five Important Reasons for Employment Practices Liability Coverage - CNA Risk Control Bulletin Computing in Comfort for Telecommuters - CNA SEGMENT 3. Peer Reviewer Alert AICPA Technical Hotline Statements on Quality Control Standards CPEA (Center for Plain English Accounting) Preparation, Compilation, and Review Engagements Guide (note: purchase required) OnPoint PCR SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professiona

"We're all HUMAN... doing our best to ensure there's continuity in our various businesses and in our lives." When we first posted our 'Here Together' video, it was shared online alongside dozens of personal video messages from CIMA members and students across the UK and around the world. And as the pandemic continues to impact us all, more of them are being added. This week, Megan Beamish (AICPA & CIMA, UK) introduces three of them: from Manchester, Edinburgh, and Greater London. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== RESOURCES. Watch our new "Here Together" video and all member and student stories. Latest CIMA news always here at www.cimaglobal.com/uknews . AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"For those waiting to get recognised or be promoted, now is NOT the time to be humble or shy." Covid-19 has changed almost everything. Global unemployment rates are at record highs and professionals need to remain relevant whether seeking progression internally, or looking for a new opportunity outside their current organisation. Beth Berk is a Washington-based recruiter in the finance and accounting sectors. Clar Rosso is EVP of Engagement and Learning Innovation at AICPA & CIMA. Together, they bring two complementary perspectives on one issue: career progression in troubles times. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== TALKING POINTS. Internal up-skilling Staff development Balancing ambition and action Mentoring and continuous professional development LinkedIn and CV Basics The WEF top 10 skills of the future. RESOURCES. World Economic Forum "Ten Future Skills" Engage 2020 Online Conference SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Covid-19 has really highlighted the need to ensure that supply chains are lean, agile and built around COLLABORATIVE relationships." Like almost all businesses, the retail sector has been hard hit by the pandemic lockdown. While the coronavirus disruption isn't permanent, it's nevertheless a critical test of an organisation's resilience which could help make it stronger in the long term. Resilience and flexibility are now more important than ever, so how do business leaders improve this? Our guests are accounting academics Professor John Cullen and Professor Lisa Jack, and they share some useful findings from their years of research into best practices in the management of retail returns. This will be of particular interest to accounting and finance professionals who work with clients in the process improvement, logistics, scenario-planning or supply chain-management sector. TALKING POINTS. Ensuring and delivering value through financial control. Where accountants can help things work more smoothly between cross-functional teams. How to navigate uncertain times. How to embed the best accounting principles into processes. Tools and resources that can help. RESOURCES. Download the report and presentation "Buy Online, Return in Store - No such thing as a free return". Get the 2018 reverse logistics diagnostic toolkit. Explore CIMAGlobal research papers. The Task Force coronavirus technology resource page AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The playing field has changed for EVER" Our guests this week are Jim Gilbert, Les Nettleton and Amy Vetter, a trio of US-based accounting professionals whose expertise blends finance, technology and people. We explore how companies can work remotely more effectively, collaborate better, and develop new ways of working together, apart, that will stand them in good stead long after the current pandemic crisis is behind them. We also hear about the work of the AICPA & CIMA Technology Task Force. TALKING POINTS. Why's collaboration suddenly more important than ever? How to move from preparation to action. How easy is it to collaborate when there's SO much going on? Are all companies approaching collaboration the same way? What are some good ways to get ready for remote work hen you're not really used to 'collaborative tech' stuff? Types of collaborative tools and platforms that companies need to get going with? RESOURCES. The Task Force coronavirus technology resource page AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Unprecedented times REQUIRE unprecedented activity." As the coronavirus continues to spread, scenario-planning and strategic modelling can help you marshal your organisation's resources around an action plan so you can react with speed and agility. Introduced by Colette Sharbaugh from the AICPA & CIMA office in Washington, Ash Noah (AICPA) and Marc Seewald (Oracle) share best practices in scenario-planning. They outline how companies can move from emergency and crisis management today, to planning and modelling for a variety of continuity and recovery scenarios. This is an edited version of a webinar that was originally live-streamed on March 9th 2020. TALKING POINTS. How scenario-planning can help your organisation. Rapid strategic modelling. Business-continuity strategies. Approaches to business-recovery. The role of finance in scenario-planning. Assess and apply options for approach and methodology. Best practices. Functionality of a scenario-planning tool. RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Information technology is one thing but TEAMWORK is also very important." The final recording from our recent trio of live webcast Q&As about managing the impact of the coronavirus, each featuring a panel of accounting and finance experts from a different part of the world. Originally live-streamed on March 30th, this is a regional perspective from East Asia, with panellists Dr. William Chen (Hong Kong) and John Zheng (Shanghai). TALKING POINTS. What are some of the things that HAVEN'T needed to change? What made that possible? What unexpected impacts have we seen? What do we learn from what went before? How to manage day-to-day volatility? How do we make sure that our people know they're still valued? What type of resources will help a distributed team? What can we do to protect ourselves contractually in future? What does a finance professional need to do now that's different to what went before? RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Be open, be agile but also be very FLEXIBLE in terms of how quickly you can react to fast-changing circumstances." The second of three audio recordings from our recent series of live webcast Q&As about the coronavirus, each featuring a panel of accounting and finance experts from a different part of the world. In this recording from March 23rd, you'll hear a UK and EU regional perspective from three panellists: Simon McAllister from the Republic of Ireland, Sarah Ghosh from the UK, and Wojtek Wieronski from Poland. TALKING POINTS. What are some of the things that HAVEN'T needed to change? What made that possible? What unexpected impacts have we seen? What do we learn from what went before? How to manage day-to-day volatility? How do we make sure that our people know they're still valued? What type of resources will help a distributed team? What can we do to protect ourselves contractually in future? What does a finance professional need to do now that's different to what went before? RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Choose things you've never done before and hopefully, WHEN we come out at the other end, we'll be better off for it." This is the first of three special episodes discussing the impact on businesses of coronavirus. It's the audio recording from one of our recent series of live webcast Q&As, each one with a panel of accounting and finance experts from a different part of the world. In this recording from March 27th, you'll hear a US regional perspective from four panellists: Jim Bourke (New York), Robin Thieme (Maryland), Les Nettleton (Louisiana) and Neeti Mehta (California). TALKING POINTS. What are some of the things that HAVEN'T needed to change? What made that possible? What unexpected impacts have we seen? What do we learn from what went before? How to manage day-to-day volatility? How do we make sure that our people know they're still valued? What type of resources will help a distributed team? What can we do to protect ourselves contractually in future? What does a finance professional need to do now that's different to what went before? RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"This is a known risk. What has been UNKNOWN...is the quantification!". Ashok Noah, CPA, CGMA, FCMA is Managing Director of CGMA Learning, Education and Development at the Association of International Certified Professional Accountants. Christina Kite is Vice President, Global Business Strategy & Analytics at Oracle. This is a recording of a recent AICPA webcast interview in which Ash and Chris discussed the critical issues that business leaders face during the coronavirus crisis. They took questions and shared practical suggestions to help business leaders manage these unique circumstances. TALKING POINTS. What are the critical issues that business leaders face right now in the midst of the coronavirus crisis? How do they identify the key parts of their business most likely to be impacted? Where do they start prioritising the steps they need to take to mitigate these risks? RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Who knew that this is where we'd be? But this IS where we are". We've put our pre-recorded interviews on hold for a while to concentrate on what's happening around us right now. We're talking about the coronavirus, sharing the AICPA & CIMA's official guidance, and introducing our new online resource centres offering support to our professional community across the world. We also look at our calendar of coronavirus-related webcasts coming up between now and the end of March 2020. TALKING POINTS. The Association of International Certified Professional Accountants' guidance for members. How we are supporting and enabling our professional community with new online learning resources and virtual events? Where YOU can watch or listen to new webinars, podcasts and livestreams which put their finger directly on the pulse of remote service delivery, business impact and professional and personal resilience. The impact on AICPA & CIMA events worldwide. RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. Students can find exam information at MyCIMA. Conference and event queries [email protected]. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

I thought, "Right! THERE'S something for me to sign up to!". (#100). For this milestone episode, we do something we've never done before: we interview one of our listeners. There's nothing more important than our audience so we thought it's time to highlight YOU! After we contacted many of those from around the world who'd emailed us since our show launched at AICPA ENGAGE 2018 conference in Las Vegas, we were delighted to arrange this fun and illuminating conversation with a listener all the way across the Atlantic - in the English city of Leeds. TALKING POINTS. How did you discover the podcast? Why do you listen? What do you like about it? RESOURCES. Jason listens to podcasts using Podcast Republic. Discover some of our other AICPA & CIMA shows like these from Journal of Accountancy, Financial Management, Small Firms Philosophy, Small Biz Brunch and other audio here. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Clearly, the companies that respond the quickest are the ones that are going to be most TRUSTED, most liked by their customer base". (#99). Accounting and finance professionals work with numbers as well as people, and sometimes the situation with the numbers can cause difficult, stressful conversations. We hear from Allister Manson of Opus Restructuring LLP about tech, trust and transparency. He discusses how business and accounting professionals are integral to building trust – not just trust in financial information, but also trust in the integrity of the code and in the collection, retention and security of our data and personal information. TALKING POINTS. How does an accountant or an auditor maintain the trust of a client in stressful situations? When trying to do the best for everyone involved, how do you make this clear when things can get difficult? How does one build trust when offering or supporting a service or technology that's new? OUR GUEST. Allister Manson is a qualified chartered accountant and insolvency practitioner who heads the dedicated technology division for Opus Restructuring LLP, a UK-based national corporate services practice. Currently the country's only technology specialist Insolvency Practitioner (IP), he has 20 years insolvency and restructuring experience, supporting businesses from start-ups to established software, hardware and tech service providers. Allister previously worked at PwC, Smith & Williamson, and KPMG in the Cayman Islands. With tech experience that also comes from 5 years' managing and advising Fintech companies in Latin America, he also supports up-and-coming tech businesses as a mentor at the Startupbootcamp. Connect with him on LinkedIn. RESOURCES. Bookmark the AICPA Technology Resource hub at https://www.aicpa.org/technology Skill up with 'trust'-related material on the CGMA Store See more Human Intelligence Learning Programmes and Trust-related resources on the AICPA store website. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It'll feed into other functions that the accounting practitioner NEEDS in what we're calling the 'blockchain world' . It's moving pretty fast." (#98) How will blockchain introduce and impact firms of all sizes? Introduced by Kristen Hughes, an Associate Director of Technology at AICPA & CIMA, this recording features a conversation between Amy Vetter and Ron Quaranta of the Wall Street Blockchain Alliance. They discuss the adoption and impact of blockchain and cryptoassets. OUR GUESTS. Technologist and author Amy Vetter is a CEO who heads The B3 Method® Institute. She is a keynote speaker and Host of the Breaking Beliefs podcast. Connect with her on LinkedIn at https://www.linkedin.com/in/amyvettercpa. Ron Quaranta is an advisor, author, entrepreneur, speaker and chairperson of the Wall Street Blockchain Alliance. He can be reached at https://www.linkedin.com/in/ronquaranta/ LINKS Bookmark the AICPA Technology Resource hub at https://www.aicpa.org/technology Find out more about the Wall Street Blockchain Alliance at https://www.wsba.co/ Explore Amy Vetter's website at https://www.amyvetter.com/ SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's really important to not just develop a strategy and let it be. Make sure that you ACTIVATE that strategy." (#97) Strategy. One word, many definitions, almost infinite possibilities. What is it? What makes it work? Where do you start? During her time here at the Association, Jennifer Gardner recorded this conversation with Sil Garaventa, Director of Sales Support for US Foods in North Carolina. This is a high-level exploration of strategy: when a company has resource limitations, the team has to make choices around where to focus. At the heart of it, that's strategy. OUR GUEST. With experience at US Foods, the AICPA and elsewhere, Sil Garaventa is a strategy consultant who helps tackle an organisation's most critical and challenging problems, defining strategic direction in a disrupted and rapidly changing business environment. He's a frequent speaker and facilitator on the topics of corporate strategy, strategic planning, and culture and engagement. Connect with him on LinkedIn. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

In mid March 2020 - just over a month's time - we will be recording our 100th episode. And we'd like YOU to be part of it, from wherever you are in the world. LET'S TALK Happy to take a few minutes for an online voice call? Email us here with the word "Podcast" in the Subject line. The email address is [email protected] . We'll get in touch to arrange a quick online voice call at a time that suits you. It'd help to know things like Which part of the world are you in? What do you do for a living? Why you listen to this podcast? What topics and trends would you like us to be focusing on over the course of our NEXT 100 shows? SHARE WITH YOUR NETWORK. Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Everybody can work together to collaborate, innovate and move the organisation more and more towards AI with this new business model." (#96) Talking AI with returning guest Kelly Mattarocci, a Texas-based Certified Public Accountant and a CGMA with expertise as a business strategist, innovator, and thought leader with over 20 year'C-Suite executive experience. She looks at new business visions for the new year and outlines some innovative but practical ways to incorporate AI. She helps answer the questions on all business owners' lips this January: where should our business go in the year ahead, how would it get there, and how could we plan to make this happen? TALKING POINTS. What SHOULD we be talking about when it comes to new styles of technology-ready business models? How are they different from the traditional business model? As CCPA follows on from GDPR, the compliance environment is changing rapidly so what are good practices for compliance, governance and risk-management? A list of 8 elements which should form the basis of a useful '2020-ready' business model. Where part does AI play? OUR GUEST. Kelly Mattarocci is founder and CEO of TICH. Based in Austin, Texas, she is described as a domain expert in the context of business, an innovator, and a thought leader. Her primary value-creation focus is embracing technology to expand peoples' abilities, which results in optimisation of both. She's also written for Finance Management magazine. Connect with Kelly on LinkedIn. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"What I don't think we've realised ...is "How do you RE-IMAGINE accounting?" (#95) Hear this boundary-nudging lecture delivered at AICPA & CIMA's London office, arranged and introduced by Ian Selby, our Vice President of Global Research and Development (Management Accounting). His guest speaker was Professor Nicholas McGuigan, visiting the UK just as the 2020 World Economic Forum Summit was beginning in Davos, Switzerland. Professor McGuigan's message is a powerful one. It touches on the reimagining of the accounting profession and unpacks new visions for how educators could transform the way they train tomorrow's finance professionals. TALKING POINTS Balancing what the world needs with what we're good at doing. What happens when we're no longer accounting for money but for water? How accountants could reimagine their own profession for the future. The surprising influence of permaculture, garden design and environmental sustainability on the way we design businesses, cities, and entire economies. The profound opportunities for real change in the way accounting educators train the next generation of accountants. ABOUT OUR GUEST Professor Nicholas McGuigan is Associate Professor at Monash Business School, a global speaker, and a co-instigator at The Accountability Institute. He works to create future­‐orientated business education programs that focus on innovation, creativity and design thinking. Nick's special areas of interest spread across accounting research, creativity & innovation, learning and facilitation of accounting, business education, design thinking, pedagogical design & research, and permaculture. Connect with him on LinkedIn. LINKS. Read about the project and watch the trailer for 'Dating An Accountant: How Do You Measure Love?" Browse the AICPA & CIMA's Sustainability resources. Discover the Queering Accounting project behind the world's first accounting perfume. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"That mindset that says 'One right answer'? You have to pull back and re-examine your assumptions: there is MORE than one right answer." (#94). Think your problems are too big to solve? Think again! Recalibrate CEO Cheryl Mobley impressed us so much with her presentation at a past ENGAGE conference that we had to sit down with her one-to-one to talk Human Intelligence, career future-proofing and about how the phone in your pocket could help unleash your creative problem-solving skills. TALKING POINTS: What does it take to become a better problem-solver in an increasingly more complex business world? Why is it important for the challenges we're today as well as for the opportunities we'll come across in the future? How do we fight the urge to jump in quickly to face a problem, when we SHOULD be stepping back and taking the time to SOLVE it creatively? OUR GUEST. Cheryl Mobley is based in Texas and has a 20 year track record of helping executives solve problems, get results and grow the bottom line. She launched reCalibrate a few years back after a career as a successful serial entrepreneur and served as President for a highly successful hospital. She's worked around the world and a few of her clients include Allied Irish Bank, Reed McClure Law Firm, Transglobal Services, Active Spine & Sport, the Washington State Department of Transportation and the Charles Schwab Corporation, one of the largest brokerage firms in the world. Cheryl has presented to many groups and organisations, and has been featured in publications including AICPA, The News Tribune, WAC, Washington Journal, Women on the Move, and The Greater Seattle Area Chamber of Commerce and more. She is currently wrapping up writing her first book, that is tentatively titled: "Face to Face: 12 Wild Leadership Lessons from a South African Horse Safari". She'll also be launching her new podcast "Unearthing" early this year. Connect with her on LinkedIn here. RESOURCES. Read Cheryl's blog post on the topic on the AICPA website. Watch her 2018 FaceBook live interview. Visit her company website. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The strategies that we employ in daily fantasy sports...are especially useful OUTSIDE of sports analytics". (#93) This week's conversation is all about data analytics from an unusual perspective: our guests reveal what the sports betting industry can tell us about getting data, using data, and asking it the right questions. How it can help predict what'll happen next, and why it means a rethink of the conventional risk/reward balance. University Business and Economics Professors Dr. David Bergman and Dr. Jason Imbrogno also discuss the potential opportunities for accounting and finance professionals that this could offer. OUR GUESTS. Dr. Jason Imbrogno is an Assistant Professor of Economics in the Department of Economics & Finance at the University of North Alabama. He has a Ph.D. in Economics from Carnegie Mellon University. Dr. David Bergman is an Associate Professor at the University of Connecticut. He lectures in Business Process Modelling and Data Management, as well as Statistics in Business Analytics. He has a Ph.D from Carnegie Mellon University and is particularly interested in large-scale automated decision making, decision diagrams, discrete optimisation, integer programming, machine learning, and the integration of optimisation techniques. RESOURCES. David recommends http://janos.opt-operations.com Jason suggests https://www.footballoutsiders.com/ The annual MIT Sloan Sports Analytics Conference. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

Overconfidence...is a real risk and it's important to consider up front if we have the skill set to be able to audit in this space. (#92) Di Krupica, Lead Manager in the Emerging Assurance Technology area (AICPA & CIMA, North Carolina) talks to Matt Schell (Crowe) and Amy Steele (Deloitte) about recommended guidance for accounting for and auditing Digital Assets. A little over a year ago, the Digital Assets Working Group was created by the American Institute of CPAs to develop accounting and auditing guidance on digital assets. After months of work with subject matter experts from international and national firms, the AICPA has just released its first version of an important new practice aid which includes non-authoritative guidance on how to account for digital assets. Our guests explain what digital assets are and outline how to get started in the digital assets space. They look at some of the key points in the practice aid, and signpost some potential future topics that the Digital Assets Working Group is developing guidance for. RESOURCES. The following page includes the background about the digital assets working group, as well as a link to download the free practice aid PDF. www.aicpa.org/digitalassets OUR GUESTS. Matthew Schell, CPA, CFA, is a Partner with Crowe LLP in Washington DC. He chairs the AICPA's Digital Assets Working Group's Accounting subgroup. Amy Steele is a Partner with Deloitte and Touche LLP and chair of the Auditing subgroup, part of the AICPA's Digital Assets Working Group. SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

Thank you for doing one of the most important jobs in the world. (#91) A special, short festive episode of the Go Beyond Disruption podcast, the final show for this year. To mark the end of 2019, AICPA & CIMA's video team made a short "Thank You" video for members worldwide. We've now used the audio for this end-of-year episode, which ends with a message from AICPA & CIMA President and CEO Barry Melancon. You'll also hear the voices of our colleagues from around the world, along with a final 'Happy Holidays' featuring many members of our Senior Leadership Team, the AICPA Chair and CIMA President/Association Chair. Whether you're an AICPA & CIMA member or not, the message is still bound to resonate for all businesspeople in this era of disruption. It celebrates people's willingness to reimagine their roles, their eagerness to take on new capabilities, and their commitment to evolve. From all of us at the Go Beyond Disruption podcast team, have a marvellous wrap up to this year and a relaxing start to the next. NEED MORE? You can watch the original video on the AICPA & CIMA YouTube channel here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

There's a lot of...how we manage people that needs to change, as well as what our workforce expects. (#90). Robin Thieme is CEO and Founder of KBS CFO and known by her online handle as the "futurereadycpa". An AICPA speaker and CPE author focusing on the workplace of tomorrow, she talks about how to deliver effective leadership of remote teams - and how to understand this new reality if your own practice is dealing with client questions about the future of work. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: why early adopting doesn't work any more everyone's innovating and disrupting at the same pace these days. the challenges of remote work. how to nurture independence and effectiveness. managing effectively without micro-managing. the security element of this new mode of work (what are some good practices?) Also health and safety? OUR GUEST With over 30 years of financial and accounting experience, Robin Thieme is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses. Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). In 2019, Robin authored and is the subject matter expert for one of the first continuing education class offered by the AICPA for Virtual CFOs. She has also been featured on several podcasts, including Change Your Mindset podcast and Future Proof. Connect with her on LinkedIn here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"I define creativity as the ability to toggle between wonder and rigour - and ultimately to create novel value." (#89) In this Human Intelligence-focused episode, Natalie Nixon, Creativity Strategist & President of Figure 8 Thinking, LLC, talks about Design-Thinking, Strategy and Change-Management. Using her "3i Creativity Framework" she outlines competing narratives for the new world ahead, and explains why creativity should be a core competency for the future of work. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. TALKING POINTS Why creativity should be a core competency for the future of work. The 3 elements (The "3i Creativity Framework"). Creativity as the new competitive advantage. Hybrid Thinking in action. "T-shaped" versus the "pi-shaped" thinker. It's a prerequisite for the 4th Industrial Revolution (the one we're in now). The 2 competing narratives for the new world ahead. Why creativity is the essential foundational element. The data points that fleshed this out. Typical questions about creativity. OUR GUEST. Natalie Nixon advises leaders on change management at publicly traded and privately held corporations as well as non-profits. She helps them design optimal ways to leverage creativity, sustain innovation and achieve priority business goals—resulting in happier customers and employees. Natalie is a published author (Strategic Design Thinking and INC online magazine) and a global speaker represented by the BigSpeak speakers bureau. Her public speaking invitations have included CUSP, Business Innovation Factory, 360 Possibles (Saint Malo, France), Creative Mornings, TEDx Philadelphia, The Copenhagen Institute for Interactive Design, The European Innovation Academy (Nice, France), SEB Bank (Tallinn, Estonia), FUSE and the Mayo Clinic's Transform conference. She is a lecturer at the University of Pennsylvania in social innovation and design thinking and a Senior Advisor at Econsult Solutions. She has a background in cultural anthropology, fashion, and service design. She is certified as a foresight practitioner by the Institute for the Future and in charrette facilitation by the National Charrette Institute at the Harvard Graduate School of Design. Natalie received her PhD from the University of Westminster in design management, and her AB (cum laude) from Vassar College in anthropology and Africana Studies. She has a new book coming out in mid 2020 about the new creativity Called "The Creativity Leap". LINKS. Consider a short MBA Express "Creativity and Innovation" course via our AICPA Store. Also on the CGMA Store. Read Natalie's articles on INC.com Visit Natalie's website at www. Figure8thinking.com ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

Steven A. Menges (AICPA & CIMA, CPA.com New York) presents this special compilation of interviews from CPA.com's new "Modernising Your Practice" audio and content series. There's plenty of international relevance in this in-depth collection of best practices from the US accounting profession. Ellen Goria, (Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division) discusses the hot topic of firms offering technology services in addition to audit and other assurance services. Plus, Stan Sterna, JD from Aon and Sarah Ference from CNA discuss challenges (and insights) around liability risk in engagement letters. Stan then discusses privity in third party audit claims, including reasons a firm may face a lawsuit in this area, and tips to decrease firm risk and limit liability. Hear and share the individual interviews at CPA.com/MYP. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUESTS. · Ellen Goria, Associate Director of Global Professional Ethics at the AICPA's Professional Ethics Division · Sarah Ference, CPA, Risk Control Director, Accountants Professional Liability, CNA · Stan Sterna, JD, Vice President, Aon Insurance Services, Professional Firms TOPICS. 1) Hosting Services Interpretation, Portals and More – A Discussion. (Ellen Goria interviewed by Steven A. Menges, Product Team – Assurance, CPA.com) high level discussion about various non-attest technology related services. new guidance related to technology hosting services from the AICPA's Professional Ethics Executive Committee (better known as PEEC). the impact of the hosting services interpretation (effective on July 1, 2019) and how it effects assessments of impairment of independence at firms. 2) Engagement Letters: Foundational Best Practices. (Stan Sterna, JD from Aon and Sarah Ference from CNA. Interviewed by Matt Towers, Product Lead – Assurance, CPA.com ) challenges around liability risk in engagement letters. engagement letter scope. key insights and data around the most common reasons a firm faces a lawsuit in this area. steps firms can take to minimise this risk. 3) Privity in Third-party Audit Claims. (Stan Sterna, JD from Aon interviewed by Matt Towers). the implications of privity on third-party legal claims against accounting firms. definition of Privity. how to provide context around when and how it might apply in a lawsuit. steps firms can take to decrease the risk of third-party claims and to limit liability to a third party. LINKS. AICPA & CIMA and other guidance or explanatory content on the topics discussed in this episode: Hosting Services interpretation (ET 1.295.143) Nonattest Services FAQ (Ensure you see pages 20-23) AICPA Professional Ethics Division "Ethically Speaking" Podcast, Episode 3: Hosting services ― What you need to know now AICPA Professional Ethics Division "Ethically Speaking" Podcast, Episode 4: Hosting services ― More of your questions answered AICPA Plain English Guide to Independence (Ensure you see pages 43-44) AICPA Guest Blog by Toni T. Lee-Andrews Director-Professional Ethics, Association of International Certified Public Accountants Journal of Accountancy Article (on hosting services) Journal of Accountancy Article: How data-hosting services affect independence: Hosting an attest client's data or records leads to impairment under a new interpretation ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"Now we've enabled literally every human ... to automate any process... to allow them and their company to thrive even more than before". (#87). Automation Anywhere co-founder Neeti Shukla talks to AICPA & CIMA's Kyle Hannan about the state of RPA today. She outlines how a Digital Workforce Platform helps people to improve the quality of lives by bringing automation into their working lives, rather than by replacing them. Neeti also discusses the concept of "Everyday Automation" and what it means for the future of work. WE DISCUSS. New understandings of RPA. How process automation can run across all business areas. Visions for the future of work "Everyday Automation" What it means when we talk about a 'digital workforce" OUR GUEST. Neeti Shukla is SVP Brand Strategy & Culture Architect of Automation Anywhere, a fast-growing company based in California which develops robotic process automation (RPA) software. She has helped build a world-leading reputation based on catering to enterprises looking to deploy a digital workforce composed of software bots that complete business processes end-to-end. Connect with her on LinkedIn here. RESOURCES. Robotic Process Automation (RPA) for Accounts Payable & Receivable course for CE credit: AICPA Store: AICPA course with AAI For more information about RPA: automationanywhere.com 100+ online learning courses, 13 role-based Learning Trails and 3 certifications from Automation Anywhere University: university.automationanywhere.com LinkedIn Learning courses (X2) Lynda.com Udemy MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections. Send to Twitter. Auto-share on your Facebook page. Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"If you have those emotional competencies - then you are far more likely to have great competitive advantage and be successful". (#86) Leadership coach Jackie Fitzgerald talks to AICPA & CIMA's Peter Simons about the most vital quality of 'adaptability'. When businesses need to be Agile for the digital age, personal adaptability is a great place to start. She shares what "emotional capital" is, why it's important, and how it can boost personal career development as well as business prospects OUR GUEST. Jackie Fitzgerald has spent the last 9 years coaching hundreds of clients who run their own businesses, or who work at a senior level in professional service firms or the corporate world. Prior to coaching she had a successful career in international telecommunications finance, working for Cable and Wireless plc on major subsea cable and satellite projects, then spent 10 years running successful global joint ventures in the UK, the USA and beyond. Jackie is a Fellow of the Chartered Institute of Management Accountants and attended executive development courses at London Business School and INSEAD. She has an MA in Coaching and Mentoring Practice from Oxford Brookes University (2014), a combined Honours degree in French and Spanish from King's College, London, is a Fellow of the Royal Society of Arts, and also a keen Liverpool fan. Connect with her via www.alquimia.co.uk WE DISCUSS. * Is this universally applicable across the world? * Adaptability, self-actualisation and self-realisation? * The Emotional Capital Report * How it helps you and your business. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"What's the connection between the Roman Empire, the Oscars, bubble gum and The Bible?" (#85). A special, bite-sized episode looking back at why November 10th is International Accounting Day. WE DISCUSS: * Why is this date so important? * How did the profession develop since ancient times to what it is today? * Who was Luca Pacioli and why is he often called 'The Father of Accounting"? RESOURCES * Read about Pacioli's work on Wikipedia. * Discover Dr. Martin Farrar's brief history of accounting. * Watch the videos on our special "Why I Became An Accountant" page. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"The decision is made, the risks are weighed, and outcome HAPPENS. And you pivot or die." (#84) Chicago-based David Jarczyk is Principal in KPMG LLP's Tax Innovation group and the firm's Tax Blockchain Leader, focusing on bridging the gap between technology/big data and business cases/user needs. He shares insights on his innovative work to foster and scale startup mindsets that can drive change right across large enterprises. We also hear how this model can be used for more than just Blockchain but for ANY technology that an organisation may be adopting or evaluating, and how this be used on a truly global scale. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS. * some new understandings of what a 'digital duplicate' is, * how this connects emerging technologies with an organisation's existing and ongoing business needs, * how Blockchain is just one of many enabling technologies that companies are needing to build on for the future, * ways that this model can be used for more than just Blockchain – but for ANY technology that an organisation may be adopting or evaluating. * the practical core: how to link all of this to the people without which none of these digital transformations will deliver on their full promise. OUR GUEST. Before joining KPMG (Illinois, USA) as the lead Tax/Finance partner for the firm's Blockchain initiative, David Jarczyk was a founder and CEO of a successful intellectual property technology company for 10 years, and founder and head of client services for an economics and valuation firm for the prior 5 years. He's a true entrepreneur and economist – who is literally helping to transform the way a Big Four accounting firm approaches technology and helps its clients disrupt and improve their normal processes. Connect with him on LinkedIn. LINKS WE MENTION. * "Crossing The Chasm" by Thomas Moore. * The Lean Startup" By Eric Reis. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"It has SO many economic benefits... by establishing those relationships and being authentic." GBD83. Business Valuation expert and AICPA Hall of Famer Kevin Yeanoplos shares some honest and revealing perspectives as we continue our focus on Cybersecurity Awareness Month 2019. He outlines how building better person-to-person connections and authenticity in client-relations can make a company worth more, and how getting comfortable with discomfort might actually be a good thing. In his decades of experience, he's seen that it's often like causing ripples in a pond: we need to throw in a pebble or two before we start making those little waves that drive the right impacts for staff and clients, or for potential investors and future business-purchasers. OCTOBER 2019 IS CYBERSECURITY AWARENESS MONTH SO VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS. * how better authenticity can mean better security, * the value of discomfort, * the business benefits of genuine empathy, * the three types of people that generally pose security risks. OUR GUEST Kevin R. Yeanoplos, CPA/ABV, ASA is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C.(USA). Kevin has spent decades helping clients with the valuation of a diverse array of intangibles including patents, trademarks and song catalogs to name a few, whether it be for divorce or other litigation, financial reporting, gift and estate taxes, mergers and acquisitions or ESOP's, among others. As both an expert witness and court appointed neutral in state and Federal courts across the country, he has assisted in a variety of complex valuation, financial analysis and damages issues. A popular and experienced presenter, Kevin frequently lectures throughout the United States on the topics of valuation, applied finance and financial analysis, including presentations to the Federal Bureau of Investigation, and has been a faculty member for the AICPA's National Business Valuation School for close to 25 years. The AICPA honored Kevin's contributions by inducting him into the AICPA Business Valuation Hall of Fame in 2010, recognizing individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs. Connect with him on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"We (accountants) really ARE in a unique position to become business partners within this new business model." GBD82 Kelly Mattaroci is a C-Suite professional financial executive with over 20 years' experience. A CPA and a CGMA, she's passionate about revolutionising companies' business models using artificial intelligence; input to output; for real-time information resulting in better business decisions. She tells AICPA and CIMA's Kyle Hannan about where AI can serve as the foundation for better business models, and how the new TICH platform has been developed with this at its core. OCTOBER 2019 IS CYBERSECURITY AWARENESS MONTH SO VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS * new understandings of why a competitive advantage is quite different to a business advantage, * how data-driven strategies can be developed in close cooperation with the company's leadership. * what lies ahead for companies who don't adapt * the risks to – and FROM - their own customers OUR GUEST Kelly Mattarocci is founder and CEO of TICH. Based in Austin, Texas, she is described as a domain expert in the context of business, an innovator, and a thought leader. Her primary value-creation focus is embracing technology to expand peoples' abilities, which results in optimisation of both. She's also written for Finance Management magazine. Connect with Kelly on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's not only what each customer is telling you, it's what ALL customers are telling you". GBD81 We continue our focus on data and privacy for US and EU Cybersecurity Awareness Month (October 2019). This episode gives the inside track on getting real financial value from a better understanding of insights contained in the data that most people consider in a negative way. Marcia Tal outlines how to use Artificial Intelligence and Machine Learning to reveal unexpected opportunities in customer complaints. VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * New understandings of how financial institutions can make better use of their customer data. * the predictive capabilities of enterprise data and advanced analytics. * How financial institutions can identify and implement new revenue generating opportunities and impact their P&L. * How to use Artificial Intelligence and Machine Learning to reveal unexpected opportunities in customer complaints. * Ways that accounting and finance professionals can go "beyond disruption" by leveraging individual customer information. OUR GUEST Marcia Tal is the visionary of the PositivityTech Intelligent Platform: The Science of Transforming Negatives to Positives. The platform combines human insights and advanced technology to uncover and enable strategic growth opportunities hidden in customer complaints. With a background in consumer banking, Marcia has spent her career immersed in the intersection of voice of consumer and advanced analytics. As Citigroup's former EVP of Decision Management, she built and ran a global function, bringing advanced analytic capabilities to 30 countries. Connect with her on LinkedIn. RESOURCES * the PositivityTech® Intelligent Platform. * The AICPA & CIMA Cybersecurity Resource Centre MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

It's not just a fluffy "nice to have", it is a MUST-have business fundamental. GBD80 A special Friday Focus episode to mark World Mental Health Day 2019. Katie Demain of iOpener has been referred to as Africa's foremost practitioner in The Science of Happiness At Work. She discusses how positive leadership styles can help teams to do better because their people feel better, and because their leaders lead better. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUEST Katie Demain is an International Partner at iOpener. She's lived and worked in twelve countries over the past thirty years; and recently moved back to the U.K. from South Africa. With a degree in European Business Management, Katie works in several languages, including French and Spanish. as well as English. At the heart of it all, she's a public speaker and thought-leader often interviewed on radio programs and has spoken at international conferences and at U.N. Forums. Connect with her on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

The challenge is that most organisations don't know what data they have or where it is. GBD79 Continuing our cybersecurity theme, Aaron Weller, Strategy VP for Sentinel LLC, give us the inside track on data-privacy and cybersecurity. GDPR, CCPA, privacy cultures, and about how ethical companies attract better people, which means more customers are reassured to stay. VISIT THE AICPA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. TALKING POINTS. * New understandings of building something called the "trust aspect". * How an organisation should re-engineer for a new privacy-first world. * Why Managed Service agreements may be a way forward. * The basics of where an organisation needs to start as they set up for the work ahead, * The risks of doing nothing OUR GUEST. Aaron Weller is a Corporate and Enterprise Privacy strategist working across the tech and retail sectors in the US. After 5 years leading PwC's Privacy practice for the Western US, Aaron spent a year leading the GDPR Program Management Office for a leading technology company and now advises their CPO and Chief Compliance Officer on Privacy strategy. He also provides strategic privacy advice to companies looking to innovate their use of personal information. Aaron has been a member of the IAPP Certification training faculty for 6 years. In recognition for his leadership in the field of privacy, Aaron was accepted as a Fellow of Information Privacy (FIP) in 2016. Connect with him on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"You can look at cloud solutions as a smorgasbord. For each feature that you implement, you have to understand the risk AND the benefit of each of these decisions." GBD78 October is Cybersecurity Awareness Month in the USA and Cybersecurity Month in the EU. That's why we're focusing this month's episodes on data-defence, privacy and effective protection against online attacks. Starting us off, an in-depth look at the benefits of moving one's business to the cloud. L. Martin Capuder of Florida-based ConsultantC is one of the best qualified experts around, and he explains to AICPA & CIMA's Kyle Hannan how risk-management, effective internal controls, and security-implementation can ensure a successful migration to the 'cloud'. VISIT THE AICPA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. TALKING POINTS. * New understandings of cybersecurity. * What effective migration from local to cloud storage SHOULD look like. * Recommended best practices. * The value of internal controls. * How to identify and manage risks. OUR GUEST. Lawrence "Martin" Capuder is managing director of ConsultantC. Services, specializing in secure cloud and certification preparatory workshops, solutions consulting, implementation project management and other custom training. ConsultantC is a Registered Consulting Partner in the AWS Partner Network and an authorized training partner for Cloud Security Alliance (CSA), ISACA and CompTiA. Overall, he has over 25 years' experience in IT audit, security & controls consulting and Federal banking examinations; this includes a decade of overseas projects and another as an expatriate employee for the world's largest company. His professional designations include the CISA, CIA, AWS-CCP, CCSK, CFE, CAMS, CPA, CSCP. In addition to being a technical subject matter expert for the Association of International CPAs (AICPA), Martin has spoken at conferences and professional meetings on four continents and has published over three dozen professional journal articles. He currently serves on the local boards of CSA, Keiser University Accounting and Business Advisory Board and the Private Directors Association, as well as being an active member of the CSA's Cloud Control Matrix Working Group. Connect with him on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter. * Auto-share on your Facebook page. * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

One thing that your industry should not worry about is time. There is no such thing as 'too long' in podcasting. Just 'too boring'. GBD77 September is International Podcast Month, and Monday 30th is Podcast Day. In this special 'Digital Mindsets' episode, AICPA & CIMA's Sonia Rothwell explores the essentials skills and techniques that helped our guests become successful podcasters in the accounting and finance space. We hear about how it's helped their businesses, their careers and their prospects. We also hear trends, top tips and best practices from Rob Walsh, the VP of Podcaster Relations for leading podcast hosting company LibSyn. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUESTS * Julie Ann Sullivan of the "Businesses That Care" podcast * Blake Oliver of The Cloud Accounting Podcast * Georgette Rowland Osborne of Financial Gym for Business and the Entrepreneur Speak Spot podcast * Rob Walsh, VP of Podcaster Relations at LibSyn * Kyle Hannan of AICPA & CIMA podcasts WE DISCUSS: * Finding your voice. * Getting Started. * Basic starter tips. * Becoming an authority. * Earning recognition and winning attention. * Best Practices. * How to measure success. LINKS. * I Love Bookkeeping" is Georgette's top podcast tip. * Julie Ann enjoys "Here's The Thing" by Alex Baldwin, an NPR podcast. * Kyle's a fan of the BBC podcast "The Missing Crypto Queen". MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn connections. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

This was one of the technologies where the guidance we have is really not up to speed in the way that the technology has been moving and evolving. GBD76 Jagruti Solanki has spent more than a decade at Atlanta-based Aprio, a leading CPA firm with a growing global clientele. An assurance partner specialising in technology and blockchain, she tells Mballa Mendouga (AICPA & CIMA, Durham, NC) about 'smart' contracts, internal controls of digital assets, and how to use blockchain for proper financial reporting. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUEST Jagruti Solanki is an assurance partner at Aprio, based in Atlanta, Georgia, and specialises in Technology and Blockchain. Jagruti and the blockchain team at Aprio are pioneers in blockchain accounting, having provided tax, audit, audit readiness, risk-assurance and consulting services to companies on blockchain for over six years. In 2018, she received the AICPA's Innovative Practitioner of the Year Award for her work on blockchain accounting and in 2019 was recognised as one of "Atlanta Inno's 50 on fire". Jagruti is a frequent speaker on topics related to emerging tech and delivers presentations across the US. Connect with her on LinkedIn here. FURTHER RESOURCES ON BLOCKCHAIN. * The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply). * Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?" MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"This application in the insurance field is ABSOLUTELY going to have an impact on ...individuals and firms working in accounting and finance." GBD75 Dr. Stein Smith is a returning guest on this podcast. He's authored several blockchain courses for the AICPA and gives us the inside track on what Blockchain means – and the opportunities it offers – to those working in or alongside the insurance industry. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. TALKING POINTS * New understandings of what blockchain has to do with insurance. * Hear how the insurance industry is using it. * Get a sense of what this means for the rest of us. * Talk through how insured companies make sure their registers of assets are digital so they're ready to be insured in a whole new way. * Discuss how crypto-assets fit into this picture. OUR GUEST. Dr. Sean Stein Smith is an Assistant Professor at Lehman College at City University of New York (CUNY). He served as a technical editor/presenter for AICPA & CIMA's RPA courses as well as the Blockchain certificate program. Additionally he's currently serving as the chair of the Accounting Working Group of the Wall Street Blockchain Alliance. Connect with him on LinkedIn here. FURTHER RESOURCES ON BLOCKCHAIN. * The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply). * Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?" MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's so imperative that we are deliberate in how we communicate, that we think about it and NOT just take things at face value." We're all connected but how do we 'get through' to people better? What's the difference between miscommunication, missed communication and mismatched communication? Why's it important to talk to someone the way THEY need to be talked to, rather than the way WE want to be talked to? Returning guest Julie Holunga tells AICPA & CIMA's newest podcast presenter Scott Kellam about how understanding the difference between internal and external processors can transform the way colleagues, peers, family and friends 'connect' with each other. And do it for the better. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUEST. Julie Holunga is an executive leadership coach who trains and develops professionals, primarily in the accounting, legal, and consulting fields. She served as a project manager at Harvard Business School and has built relationships with leaders at Wall Street firms leading the efforts to advance women into positions of leadership. Julie is a certified Professional Certified Coach (PCC) and one of 38 Master Trainers in the world with Emergenetics. A native New Yorker, she spent seven of her formative years living and attending school in France, India, and Hong Kong, after which she has lived in Boston as well as in the Canadian city of Calgary, before settling in beautiful Colorado. Connect with her on LinkedIn here. FURTHER RESOURCES ON COMMUNICATIONS AND HUMAN INTELLIGENCE. * Read "Work that works" by Gail Browning * Visit Julieholunga.com *Effective Business Communications. The use of positive language is an important communication tool. Join this webcast to learn how to improve your communication skills and strengthen your team. * Communicating in a Multicultural Environment. Using insightful diagrams, powerful anecdotes and an experiential exercise, this presentation analyses the root causes of typical misunderstandings between culturally different clients and accounting service providers to suggest practical solutions. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

How do you actually APPLY what Maslow tells us, that helps us rise towards the top of the pyramid and live more satisfied lives? GBD73 What REALLY Motivates Today's Professionals and Tomorrow's Leaders? Our guest has been researching leadership and motivation for the last twenty years and has turned this into several books. This research also powers the presentations she gives to business leaders, finance and accounting professionals at conferences across the world. While interviewing world-class performers from business, science, the arts and sport, she identified five new intrinsic motivation types that reveal how ordinary people tap into their deepest internal motivations and achieve extraordinary things. She tells AICPA & CIMA's Kyle Hannan about why existing - and future - leaders do what they do, and the ideas and tools we can all use to reach our full potential in a changing business environment. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * useful new understandings of what really drives people. * the importance of "Origin" stories. * how to create "moments" (the little steps that build a career ladder). * ways to make these moments 'land' so that they make a difference in our business and our careers. * Our guest mentions 'Drive' by Daniel Pink and The Heath Brothers' "The Power of Moments" OUR GUEST. A motivation expert, best selling author and champion dressage rider with a strong business background, Sophie Bennet is a visiting lecturer at Cranfield School of Management, a Grand Prix dressage rider, former national equestrian champion, ski instructor, bestselling author, and a former Head of Content for Dell. Her eclectic background guarantees talks rich in anecdotes and stories. Connect with Sophie on LinkedIn here. FURTHER RESOURCES ON MOTIVATION AND HUMAN INTELLIGENCE. * "Human Intelligence". A three-part self-study online series will help you develop the skills that make you uniquely human and position you to take advantage of the new opportunities that await. It's now available for purchase from the AICPA Store website. * An online video session "Women in The Profession: Motivate, Retain and Succeed". How to motivate, retain and train women in the accounting and finance professions for success. This is available to purchase from the CGMA Store website. * See Sophie's "Five Flames of Motivation" graphic. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

Whatever it is that most people think is networking - this "noisy events" and "what's in it for me?" - was NOT it! GBD72 What is networking and what makes it work for everyone involved? Jennifer Gardner talks to teacher, coach, consultant and writer Heather Hollick. Based in Michigan, Heather works with ambitious professionals in the areas of networking careers, high performing teams and leadership development. She shares a wealth of practical tips for better career-building from her recent book "Helpful. A Guide to Life, Careers and the Art of Networking". GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * What networking is - and isn't. * What motivates effective networkers. * The other question is hidden in "What is networking?". * The crucial importance of networking AT work, not just outside it. OUR GUEST. Heather Hollick is a teacher, coach, consultant and writer on a mission to make the world a better place to work. After teaching math and physics, high school and college students for seven years, she moved into the corporate world, where she spent more than 25 years in a variety of industries and organisational cultures. She now works with ambitious professionals in the areas of networking careers, high performing teams and leadership development. Heather is also the author of "Helpful. A Guide to Life, Careers and the Art of Networking". Connect with Heather on LinkedIn here. FURTHER RESOURCES. * Boost your Networking skills and get a CPE credit with this MBAexpress online course: "Networking - Building a Stronger Professional Network". It's now available for purchase from the AICPA Store website. * There's also a cost-effective intermediate level video to help you create dynamic first impressions - and much more. "Step Away From the Wall: Networking When You Are The New Guy (or Girl)". This is available to purchase from the CGMA Store website. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"What are the skills that they need to remain competitive and stay relevant to their customers? And it's not only the soft skills but it's also the digital skills. The other point here is about TRUST." GBD71. Digital Health Futurist Maneesh Juneja's career spans nearly 20 years working with data to improve decision-making across several industries. In this conversation with AICPA & CIMA's Samantha Watson, he explores the convergence of emerging technologies to see how they can make the world a healthier and happier place. Inspired by the innovation culture of Silicon Valley, he reveals why "Will The Robots Take My Job?" isn't the question we should be asking. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. OUR GUEST. Maneesh Juneja is a Digital Health Futurist who explores the convergence of emerging technologies to see how they can make the world a healthier and happier place. He looks at these technologies in the context of socio-cultural, political and economic trends, helping organisations around the world to think differently about the future. He is passionate about ensuring that the choices we make in society result in a better future, not just for the privileged few, but for everyone. Inspired by the innovation culture of Silicon Valley, and unlike many of his friends who have relocated there, he has decided to stay in London and do his best to bring elements of Silicon Valley's culture to the UK. In a career spanning nearly 20 years, Maneesh has worked with data to improve decision-making across several industries. From supporting the Whitehall study at University College London, managing the Tesco database at DunnHumby, and most recently, working with the world's largest U.S. health insurance claims & European EHR databases at GSK R&D. After leaving GSK, he set up his consultancy MJ Analytics. Connect with him here. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Recommend it to your LinkedIn network. * Send to Twitter * Auto-share on your Facebook page * Let someone know via email. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Put yourself first. It's not selfish. It's the best thing you can do as a LEADER". GBD70 After our guest's powerful presentation at AICPA ENGAGE 2019 in Las Vegas, we knew we had to share her passion and perspective here on the podcast. Texas-based Sarah Elliott is an influential CPA and business owner who has her heart set on giving other CPAs and women business owners in her region "permission to play". She talks about how we should do more than just manage our time: we should start managing our ENERGY. It's time for a new approach, rediscovering the fun, and using practical steps to put ourselves first, fight burnout and maximise impact. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * Why our guest brought tears to the eyes of many accountants - in a good way. * How to recognise the difference between stress and burnout, and what to do about them both. * What's love got to do with it, anyway? * A 4-step plan to reduce stress and maximise performance. TAKE IT FURTHER: * Our "Coaching versus Mentoring" online self-study course, explains the difference between the two so you can improve your own - and your organisation's - performance. (Fees may apply). * Our "Planning for Self Care" seminar focuses on how managers, leaders, and business owners can align optimum performance with employee health and wellbeing.(Fees may apply). * The Heart-Math Institute has free stress-busting resources * Harvard Business Review "Making of a Corporate Athlete" * Hal Elrod's book "The Miracle Morning". OUR GUEST The co-founder of Intend2Lead and founder of the Ellivate Alliance, Sarah Elliott. An author, speaker and instructor on coaching and leadership development and an advocate for women leaders, Austin (Texas)-based Sarah actively serves women in her local community and the wider CPA profession. Recognised almost every year for the last 3 or 4 years by AICPA and AICPA Practice Advisor as one of the Most Powerful Women in Accounting, she also received the American Woman's Society of CPAs President's Award. Connect with her on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Let your network know on LinkedIn here. * Send to Twitter here. * Auto-share on your Facebook page here. * Let someone know via email here. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Management Accountants are perfectly placed to bring collaboration from siloed parts of a business, get them talking to each other, and move innovation forward." GBD69 War historian and Management Accounting expert Dr Martin Farrar is described as a maven, polymath and broker of information, learning lessons from the past and present to inform all our futures. To commemorate the centenary of CIMA (the Chartered Institute of Management Accountants), Martin researched and authored a revealing book called "Leading The Transformation", covering the 100-year history of the Management Accounting profession, tracing its roots back to the First World War. He tells AICPA & CIMA's Kyle Hannan about what a century of history can reveal about the profession's tradition of innovation in the face of technological transformation, and shares the insights it provides about the innovative future that lies ahead. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * Never mind the "Hockey Stick (J)" curve. What about the 'S' curve! * Why the phrase "Winter Is Coming" may NOT be such a bad thing after all (and it's got nothing to do with Game of Thrones). * How the history of management accounting reveals a century-long tradition of cooperation, innovation and adapting to technological change. LINKS Find out more about Martin's centenary book. What is a slide rule? Watch this video. OUR GUEST Martin Farrar's research specialises in the Future of Finance, sustainability, strategy, and the history of management accounting. Before joining the Association's research and development team, Martin worked closely with CIMA's senior management team and council as a strategic planner to define, implement and report on corporate strategies and build future capability. His research has been published in several white papers and has contributed to the ongoing development of the CIMA professional qualification syllabus. Martin holds a PhD from King's College London, War Studies Department. His ongoing research into the First World War led to the publication of his book on the reporting of war. Connect with him on LinkedIn. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. * Let your network know on LinkedIn here. * Send to Twitter here. * Auto-share on your Facebook page here. * Let someone know via email here. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Imagine being THAT type of accountant or bookkeeper. How often do you think they would be trying to replace you?...because the relationship is so solid!" GBD68. Director of the Financial Gym, author and speaker Georgette Rowland Osborne, is a former financial sector IT outsourcing contract-manager who specialised in working with leading UK financial institutions. Now author of the book "Firmer Figures, Fess Up or Mess Up", she reveals how today's finance professionals can develop the skills of 'client-whispering' and digital 'bridge-building' to deepen their relationships with their clients. The result: they become irreplaceable even as everything around them is becoming just another commodity. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. TALKING POINTS. * You can't add value and become a better partner to your clients until you understand them and their REAL business situation. * What do you need to know when advising non-digital clients to leave pen and paper behind? (Do they even HAVE a scanner?). * What does this mean in practice? Where does the typical small business start on their journey to the cloud? * The importance and techniques of 'discovery' conversations. OUR GUEST. Author, speaker and financial independence-advocate Georgette Rowland Osborne entered the cut-throat world of IT and Finance in London when it was not the easiest place for females, let alone one from an ethnic minority. She became manager of a bespoke IT outsourcing company in the City and specialised in dealing with banks. Her clients included the Bank of England, Merrill Lynch, NM Rothschild, NatWest Bank, Ministry of Defence and the Inland Revenue. Connect with her on LinkedIn. LINKS * Discover our 3-part "Human Intelligence" Learning Programme * See our CGMA Store for more on this topic. * Visit our guest's website at Financial Gym For Business MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News Share: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Let your network know on LinkedIn here. Send to Twitter here Auto-share on your Facebook page here. Let someone know via email here. ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Too many accounting & financial firms think that their solution is what the customer wants. People don't buy what you do, they buy what you do does for THEM!" GBD67. Our guest's work on marketing and growth strategy has been widely published and acted upon by thousands of businesses and agencies, from BlackBerry to Barclays, from Nando's to AirBus. Robert Craven has presented to Google and several other leading global brands, and that's why we sat down with him to explore the "Value-Perception Gap", talk about why clients leave (and what to do about it), and answer the question: "The Reason We Love Our Accountant Is...?" His insights are invaluable to anyone running a service business which relies on close client relationships - and that means accounting and finance professionals. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. LINKS WE MENTION * Theodore Levitt's seminal 1961 Harvard Business Review article "Marketing Myopia" * "Grow Your Service Firm" – Robert Craven * "Customer is King" – Robert Craven * See https://robert-craven.com/wp-content/uploads/2014/07/CIK-mini-version.pdf * PWC's Report on the Future of Client Experience OUR GUEST Founder of the Grow Your Digital Agency initiative, Bath-based Robert Craven is a mentor and consultant who has helped more than 1,000 companies to revolutionise the way they work. Author of several books, including "Growing Your Service Firm", Robert's work on marketing and growth strategy has been widely published and acted upon by thousands of businesses and agencies, from BlackBerry to Barclays, from Nando's to AirBus. Described as the UK's best-known and sought-after keynote speaker on growing digital agencies, Robert talks on customers: finding, delighting and keeping more and better customers and clients. He is not full of theoretical rhetoric; he offers practical solutions - tangible business growth results. Connect with him on LinkedIn here. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"One of the things we do is teach people that they need to use what they have, and that is ENOUGH...before you get up to do give a speech or a talk, or deliver a message to someone." GBD66: Human Intelligence. Jennifer Gardner talks to improv facilitator, speaker and founder of BraveSpace, Kristy West. 1 in 4 people are terrified of speaking in public, sometimes rating it their 2nd biggest fear (next to death). Recognising that improv is about more than just 'stand up' comedy, Kristy's focus is to take improv off the stage and into the corporate environment. They discuss bravery, active listening, going "off script", and the importance of accepting that what you have is enough. Kristy outlines how these skills can help to foster innovation, boost creativity, deepen collaboration, develop new mindsets and embed the critical communication skills needed in today's always-changing, tech-driven, work climate. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. WE DISCUSS: * Glossophobia: what it is and why it matters to 1 in 4 professionals. * How using improv skills can help you get started in your career and get further once it's begun. * How to develop better collaborative and communicative skills through active listening. * How to 'unfreeze' by getting comfortable with the realisation that what one has (i.t.o resources and experience) is already enough. OUR GUEST. Kristy West is a Speaker, and Founder of BraveSpace, based in Atlanta, USA. She's studied, performed and taught improv for almost two decades and also spent over 15 years in B2B Sales and Corporate Training. Kristy blends her unique experience in improvisational comedy and business to help teams and individuals practice the critical skills needed in today's business world. Connect with her on LinkedIn. LINKS. * Discover more about Kristy's company BraveSpace. * See the Public Speaking self-study resources on the AICPA store * Get the video "An Actor's Guide to Public Speaking'' by Misty Megia on the CGMA store, also available as part of CGMA Essentials. MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"We use the podcast to help bring stories of technology to the profession, how people are using them...and what those opportunities look like." GBD65. This special 5-guest "Origins" episode marks our first anniversary as the latest AICPA & CIMA ENGAGE 2019 conference concludes in Las Vegas. Because our podcast launched at the last conference almost exactly a year ago, this is the perfect opportunity for a special episode to mark the first anniversary of our series. So we've done something extra special for the occasion, gathering the biggest number of guests we've ever had on a single show. Not only have they all been hosts in previous episodes, but all of them have also been pivotal in one way or another to the story of the Go Beyond project. OUR GUESTS. All members of the AICPA & CIMA global team, they are Jennifer Gardner, Zinaida Mahmutefendic, Kyle Hannan, and Mballa Mendouga. Penelope Brown, the originator of the series, hosts the conversation about the story of our podcast. WE DISCUSS * Where did the idea for the podcast come from? * How did it start? * What are our most popular topics? * Where do people listen from? * What the "Go Beyond Disruption" initiative actually is? * What are the areas we focus on? * What have we discovered about disruption over the last year? * What will we be focusing on in the year ahead and how we're going to be reflecting it in our podcast? And our subject matter experts make it all possible. Because it's our guests that make our podcasts so useful to our listeners, we'll be including a selection of excerpts from their interviews on the topic of disruption in the profession. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Things are being constantly created...so it's very exciting to be not only in the finance area but in the data area." GBD64. Rich Fox is Vice-President of Data Science and Analytics for Apex Parks Group, one of the USA's largest amusement park operators. Kyle Hannan (AICPA & CIMA, London, UK) talks to this 20-year analytics industry veteran and experienced thought leader, discussing how finance professionals can combine data, information, insights, action & results to improve businesses. Rich also shares some inside perspectives on how academia is working to train tomorrow's accountants in these new skills today. WE DISCUSS: * What is data analytics? * What does it mean to be "data-driven"? * When did data analytics become a 'thing'? * Get started with the 5 step process: Data. Information. Insights. Action & Results. * Does data-analysis offer an opportunity to EVERY business, or are there some that have more to gain than others? * Where should a business begin? What are some practical steps a business-leader can take to turn new insights into effective action? * How are academic institutions keeping pace with teaching these data-analytics skills to the CPAs and CMAs of tomorrow? * Richard's presentation at this August's "Beta Alpha Sci" conference (the US educational accounting fraternity annual conference). OUR GUEST Richard Fox has held several leadership roles in analytics and finance including CFO and six years with PricewaterhouseCoopers. He is a frequent speaker at Analytics conferences and Universities, and in 2018, built the Executive Track for the AICPA's new Data Driven Leader program focusing on how analytics is changing the Office of Finance. He blends an analytical and data-driven strategy with a deep understanding of business and finance to drive business performance in a breadth of industries including e-commerce, restaurants, hotels, retail, distribution, manufacturing and real estate. Rich also teaches Analytics in a Master's program at San Diego State University and has a Graduate Certificate in Predictive Analytics from Northwestern University. Connect with him on LinkedIn. LINKS * AICPA & CIMA resources and certificate courses on Data Analytics * Ashok Noah is Vice President, Managing Director Learning, Education & Development, for the AICPA. See a preview list of his CFO -related presentations here. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.